Cloning AI recommendations to other workspaces

Before cloning AI recommendations between workspaces, we recommend reading the Introduction to cloning article.

Prerequisites

• To clone objects between workspaces, you must be assigned a user role that has the following permissions in the source and target workspaces:
  • The Cloning module set to Read and Create.
  • In the Communication module, enable the permission to Read, Create, and Update recommendations.
• In the target workspace, enable models for the types of recommendations you want to clone to the workspace and configure the recommendation attributes while configuring the AI engine.
• Make sure item feeds in the source and target workspaces have equivalent attributes.

Select recommendation to clone

1. Go to Communication > Recommendations.
2. On the list of recommendations, find the recommendation you want to clone.
3. To the right side of the recommendation author information, click .
4. From the context menu, select Clone to workspace.
   Result: The Choose destination pop-up appears.
5. On the pop-up, select up to 5 workspaces to which you want to clone your recommendation.

   

6. Confirm your choice by clicking Next.
   Result: You are directed to the mapping wizard.

Cloning a recommendation

The procedure of cloning a recommendation takes place in the mapping wizard and involves:

• selecting an item feed in the target workspace based on which you will map recommendation elements (such as filters, metrics, and so on)
• mapping the elements of the recommendations (see the full list below)
  
  Important: You can’t add new item attributes to the item feed in the target workspace while mapping. Make sure item feeds in the source and target workspaces have equivalent attributes.

Element name	Description	Available for recommendation types
Mapping IQL variables	It involves mapping the item attributes used in the filters of the cloned recommendations with the attributes of the selected item feed in the target workspace.	All recommendation types
Mapping IQL context variables	Is required only if the filters of the cloned recommendation include the condition for filtering items according to the value of the attribute of currently displayed item. It involves mapping item attributes used in the recommendation filters with the attributes of the selected item feed in the target workspace.	All recommendation types
Mapping distinct attributes	Is required only if the cloned recommendation has conditions defined in the Distinct filter. It involves mapping attributes used in the filters with the attributes of the selected item feed in the target workspace.	All recommendation types, except for the Attribute recommendations
Mapping metrics	Is required only if the cloned recommendation uses metrics for boosting or sorting items. Those metrics must be mapped with their equivalents in the target workspace.	All recommendation types except for the Section page and Attribute recommendations
Mapping metadata feeds	It involves mapping the attributes stored in the metadata catalog with their equivalents in the target workspace.	Section page, Attribute
Mapping item attributes	It involves mapping the attributes selected in the Item attribute field with their equivalent in the target workspace.	Section page, Attribute
Mapping display attributes	It involves mapping the comparison attributes selected in the settings of the cloned recommendation with their equivalents in the target workspace.	Item comparison
Mapping events	It involves mapping the event or events of the aggregate selected in the settings of the cloned recommendation with their equivalents in the target workspace.	Recent interactions
Mapping parameter	It involves mapping the event parameters of the aggregate selected in the settings of the cloned recommendation with their equivalents in the target workspace.	Recent interactions
Mapping tags	It involves mapping tags used in the filter conditions with their equivalents in the target workspace.	All recommendation types

Procedure

1. In the Mapping product feed section, click Solve issues.
2. From the dropdown list, for the target workspace, select the item feed based on which you will map the elements from the cloned recommendation with their equivalents in the target workspace.
3. If:
   • the button on the Objects to clone section says Change solution, this means the recommendation with this name does not exist in the target workspace. Then, follow this procedure.
   • the button on the Objects to clone section says Solve issues, the recommendation with this name already exists in the target workspace. In such case, follow this procedure.

A recommendation does not exist yet in the target workspace

1. After you select the item feed in the target workspace, map the recommendation settings with their equivalents in the target workspace by clicking Solve conflicts in each section and selecting the equivalent attributes/metrics/events/tags.

   

2. Confirm the settings in each section by clicking Apply.
3. Before cloning, at the bottom of the page, you may preview the summary of mapping by clicking Summary.
4. When you complete mapping, in the upper right corner, to clone the recommendation to the target workspace, click Clone.

A recommendation already exists in the target workspace

When you clone a recommendation and the recommendation with the same name and of the same type exists, you need to resolve the conflict.

1. In the Objects to clone section, click Solve issues.

2. Next to the target workspace name, click the downward arrow icon.
   Result: The list displays the recommendation to be cloned which also exists in the target workspace.

3. You can perform one of the following actions for each conflicting object:

   • To overwrite the object in the target workspace with the object from the source workspace, click Update.
     Important: Remember that recommendations may be named identically by coincidence. Before you decide to use the “update” option, make sure that you’re not overwriting something that should not be overwritten.
   • To skip cloning the object to the target workspace, click Don’t update.
   • To create a copy of the object from the source workspace in the target workspace, click Create a copy. The word copy will be added to the name of the cloned object in the target workspace.

   

4. If applicable, repeat steps 2 and 3 for other workspaces.

5. Confirm the settings by clicking Apply.

6. In the remaining sections in Cloning details, map the recommendation settings with their equivalents in the target workspace by clicking Solve conflicts in each section and selecting the equivalent attributes/metrics/events/tags. Confirm the settings in each section by clicking Apply.

   

7. Before cloning, at the bottom of the page, you may preview the summary of mapping by clicking Summary.

8. When you complete mapping, in the upper right corner, to clone the recommendation to the target workspace, click Clone.

Events and tags created while cloning

Events

Events and their parameters created while cloning will be available in the target workspace in Data Management > Events.

Tags

Tags created while cloning will be available in the target workspace in Data Management > Tags.

Cloning logs

To check whether the recommendations were successfully cloned, go to Settings > Cloning logs.